Strategic Insurance Account Manager - Mid-Market Growth

IMA Financial Group; Dallas (TX); On-site; USD 57,000 - 86,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group in Dallas, TX is seeking a client-focused associate to support Mid-Market and Emerging accounts. You will serve as day-to-day contact for client requests with direction from the Account Executive, helping to prepare renewal materials and coordinate with carriers.

The role emphasizes building relationships with underwriters and clients, handling submissions, quotes, and policy changes, while supporting onboarding and negotiations.

Qualifications

• Experience with AMS and maintaining data completeness standards.
• Excellent organizational and time-management abilities.
• Ability to work independently and manage client requests.
• Strong communication skills, both written and verbal.
• Experience building relationships with underwriters and clients.

Responsibilities

• Serve as day-to-day contact for client requests within a Mid-Market or Emerging book with direction from the Account Executive and prepare renewal materials.
• Collaborate with AE on client interactions, negotiations, technical analysis, and program design.
• Assist with new client onboarding and respond to market changes.
• Create marketing submissions and manage negotiations with carriers.
• Receive quotes, review for accuracy and coverage, and prepare proposals for AE review.
• Process policies and COE communications during negotiations.
• Handle premium allocations, certificates, and basic contract reviews.

Skills

Strong organizational skills

Ability to work independently

Ability to build underwriter andclient

MS Office (PowerPoint, Outlook, Word,

Tools

AMS

Job description

IMA Financial Group in Dallas, TX is seeking a client-focused associate to support Mid-Market and Emerging accounts. You will serve as day-to-day contact for client requests with direction from the Account Executive, helping to prepare renewal materials and coordinate with carriers.

The role emphasizes building relationships with underwriters and clients, handling submissions, quotes, and policy changes, while supporting onboarding and negotiations.